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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
2626
Three Bridge Wealth Advisors
California
$305K – – –
GWS
2627
Greykasell Wealth Strategies
California
$304K – – –
CWM
2628
Centric Wealth Management
Illinois
$303K -$7K -157 -2%
RFP
2629
Root Financial Partners
California
$303K -$17.2K -385 -5%
CC
2630
Citrine Capital
California
$303K -$2.54K -57 -0.8%
SL
2631
Sentry LLC
Tennessee
$302K – – –
CICC
2632
Capital Investment Counsel (Colorado)
Colorado
$302K +$15.7K +353 +5%
LAM
2633
Lewis Asset Management
California
$302K +$103K +2,313 +47%
MC
2634
Miramar Capital
Illinois
$301K -$31.2K -700 -9%
EIP
2635
Ellis Investment Partners
Pennsylvania
$301K -$30.1K -676 -9%
BFF
2636
Byrne Financial Freedom
Massachusetts
$301K +$847 +19 +0.3%
FCIM
2637
Fairview Capital Investment Management
California
$300K +$321K +7,193 New
RWM
2638
RKL Wealth Management
Pennsylvania
$300K +$48.4K +1,087 +18%
WFS
2639
Widmann Financial Services
Maryland
$300K – – –
TWM
2640
Topsail Wealth Management
North Carolina
$299K +$71.5K +1,604 +29%
ASG
2641
Ariston Services Group
California
$299K – – –
MPM
2642
MBB Public Markets
Illinois
$299K +$319K +7,166 New
SIA
2643
SGL Investment Advisors
Montana
$299K +$79.4K +1,782 +33%
PWSG
2644
Pacific Wealth Strategies Group
California
$299K – – –
BTWM
2645
Brass Tax Wealth Management
Ohio
$298K +$10.7K +239 +3%
BFS
2646
BridgePort Financial Solutions
Iowa
$297K -$4.46K -100 -1%
PAG
2647
Paladin Advisory Group
Iowa
$296K – – –
BSA
2648
Bull Street Advisors
Georgia
$296K -$17.8K -400 -5%
RRWA
2649
Rainey & Randall Wealth Advisors
Florida
$296K +$316K +7,093 New
KIA
2650
Kraematon Investment Advisors
Massachusetts
$296K -$1.69K -38 -0.5%
104 105
106
107 108